Equity Mates Investing Podcast

Matt Ingram, an advisor from North Haven Financial Management, joins to discuss NVIDIA's impressive rise to a $4 trillion market cap and what it means for investors. They dive into the complexities of the U.S.-China trade turmoil and its impact on Australia. In the 'Pimp my Portfolio' segment, Ingram offers valuable insights into ETF strategies and diversification. The conversation also explores SpaceX's dominance in satellite technology and its implications for global connectivity, highlighting its intriguing potential IPO.

Peter Nevill, a financial advisor at Viola Private Wealth, shares insights on effective tax planning strategies. He emphasizes that tax planning is a year-round endeavor, not just a last-minute scramble. The conversation dives into four key investment structures that optimize tax outcomes, including trusts and superannuation. Nevill explains the advantages of tax-deferred vehicles like investment bonds and discusses innovative techniques such as debt recycling. His approachable tips are invaluable for anyone looking to enhance their financial efficiency.

Surprising news emerges as the Reserve Bank of Australia decides to keep interest rates steady, defying market predictions. The hosts dive into the renewed trade war and its potential impacts on the global economy. Caledonia's new investments in Cameco and Royalty Pharma are examined, highlighting the significance of the nuclear energy sector. The conversation shifts to strategies for portfolio diversification and the tricky decision of when to sell stocks after gains, emphasizing the importance of aligning sales with personal financial goals.

We've reached the end of financial year and everyone's minds turn to tax.In this episode we've summarised our 7-step EOFY checklist.We also speak to Peter Nevill, financial adviser at Viola Private Wealth, to unpack how he manages this time of year for clients.—------Thank you to Sharesight for sponsoring this episode and helping us keep all of our content free.Get ahead of tax time with Sharesight - save 4 months on an annual premium plan: https://www.sharesight.com/equitymates—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Tune in for the news moving markets, Luke Laretive returns for another Pimp my Portfolio and our review of the new Global X China Tech ETF (ASX: DRGN)Have a question you want us to answer? Record a voice note or send us a message—------Interested in trying Good Day Multivitamins?Head to BeGoodHealth.com.au and save 10% (or 20% for a subscription) using the code: equitymates—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

One of the biggest episodes in Equity Mates history. We have an exciting announcement to share. It means big things for the future of Equity Mates and our mission to make financial literacy and investing more accessible to all Aussies. Don't worry, we’re not going anywhere. In fact- entirely the opposite. We’re entering a new era, one that will help us reach more community members and investors than ever before. We can't wait to share it with you. —------Want to get involved in the podcast? Record a voice note or send us a messageWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In this discussion, the hosts tackle a range of intriguing topics, including the balance between enjoying life and investing for the future. They dive into DroneShield's impressive deal with the EU and evaluate various investment strategies for early retirement. The importance of understanding one's financial limits is emphasized, along with alternatives like dollar cost averaging for tracking investments. Listeners are offered insights into small cap opportunities and effective portfolio management, making for a well-rounded session for both novice and seasoned investors.

Sam Gordon, the host of The Top 1% Podcast and known for his insights at Australian Property Scout, interviews the hosts, sharing their journey of financial literacy from childhood influences to podcasting success. They delve into the evolution of their podcast, audience growth, and how personal stories shaped their entrepreneurial spirit. Humorously recounting interactions with fans, they emphasize the importance of authenticity and consistency in podcasting and discuss the long-term vision for financial education and property investment.

Explore the latest investment trends impacting first home buyers amid population growth concerns. Discover Virgin Australia's comeback and the fallout of rising tobacco taxes on public health. Tesla's rapid ascent in the market is highlighted alongside a listener's portfolio review. Delve into strategies for building a smart, resilient investment portfolio that balances established stocks and emerging markets. Also, uncover how AI is reshaping Google's search dynamics and its implications on advertising revenue.

Join financial advisor Matt Ingram, partner at Northhaven Financial Management, as he tackles two pressing questions: should you invest inside or outside superannuation, and what's the better option—property or stocks? Matt breaks down the intricacies of managing super and introduces the concept of debt recycling, showcasing its benefits for younger investors. He emphasizes the importance of understanding personal investment strategies and the psychological factors influencing investor behavior, making financial wisdom accessible to all.